Unclaimed
Thomas Campbell is a registered investment advisor representative with Pointe Equity Partners LLC. Thomas has been in the securities industry for over 30 years and has held various positions at several firms. He is a Series 6, 7, 24, 63, and 65 licensed professional and is registered in Michigan. Thomas works with individual investors and currently manages approximately $15 million in assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
MI
01/04/2022 - Present
Pointe Equity Partners LLC (GROSSE POINTE FARMS MI)
MI
05/09/2008 - 07/28/2009
J.W. COLE FINANCIAL, INC. (GROSSE POINT FARMS MI)
MI
02/12/2008 - 04/08/2008
AIG FINANCIAL ADVISORS, INC. (KENTWOOD MI)
MI
04/03/2003 - 12/05/2007
SIGMA FINANCIAL CORPORATION (GROSSE POINTE FARMS MI)
GA
08/16/2000 - 04/01/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
MI
03/17/1999 - 08/10/2000
EQUITAS AMERICA, LLC (FARMINGTON HILLS MI)
IA
06/22/1998 - 02/18/1999
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
SC
08/28/1997 - 06/24/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CT
02/13/1996 - 07/30/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NJ
09/01/1989 - 02/01/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
09/01/1989 - 09/09/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 10/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 11/13/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Thomas Campbell is the right advisor for you? Invested Better is here to help.